Customer Locations

Validates the location addresses. Address validation is performed through the third-party software integrated with MYOB Advanced.

This command appears on the form only if the Address Validation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.

A box for searching for the company's address.

You can find the address by doing the following:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

The identifier of the customer account this location is associated with.

Required. The status of the customer location. The location can be assigned one of the following statuses:

• Active: The location is in use and appears on all selection lists.
• Inactive: The location is not available for selection.

A user can manually change the status of a non-primary customer location.

For auditing purposes, locations cannot be removed. A default location cannot be deactivated. If a non-primary location is not used (for example, if the office of the company has closed), you can deactivate it by selecting Inactive.

A check box that indicates (if selected) that the current location is the default location of the customer. If the check box is selected, it is unavailable for editing.

You can select the check box to mark a new customer location as the default location of the customer. In this case, after you save your changes, the check box becomes unavailable for editing for this location. For the previous default customer location, the check box becomes clear and available for selecting.

A check box that indicates (if selected) that the address settings of the customer location on the current tab can differ from the address settings of the customer. If the check box is cleared, the address settings of the customer location on the current tab and on the General tab of the Customers (AR303000) form are synchronized (the address settings are inherited from the Customers form).

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup Dialog Box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.

The country of the customer location.

The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

A check box that indicates (if selected) that the contact settings of the customer location on the current tab can differ from the contact settings of the customer. If the check box is cleared, the contact settings of the location on the current tab and on the General tab of the Customers (AR303000) form are synchronized (the settings are inherited from the Customers form).

The attention line as it is used in your company's business letters, which is used to direct the letter to the contact person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.

The type and the phone number for the location; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.

There are three elements to enter phone number types and phone numbers for the customer location.

The location of your company that will be used to ship the goods to the customer.

The list of values in this box may be limited based on the customer visibility restriction specified in the Restrict Visibility To box on the General Info tab of the Customers (AR303000) form.

The default project associated with this customer location, or a non-project code, indicating that no projects are associated with this location by default. The system uses this project when it creates a document, such as a purchase order.

The default project is used for informational purposes only and is not involved to any process.

The tax zone associated with the customer location.

The tax calculation mode to be applied to the documents with the customer location.

The corresponding entity usage type.

If integration with Avalara is configured, in a document with the current customer selected, this value is sent to Avalara to specify the reason for tax exemption. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service.

This box is available only when the External Tax Calculation Integration feature is enabled on the Enable/Disable Features form.

The warehouse to issue the goods to the customer location.

This box appears only if the Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

• Ship Complete: Only completely fulfilled orders are allowed.
• Back Order Allowed: Back orders are allowed for the customer if some items are out of stock.
• Cancel Remainder: The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be canceled.

The asset account used to record the customer balance for this location.

The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.

The account used to record the retained amounts on invoices for the customer location.

The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.

By default, the system inserts into this box the account (if any) specified for the customer in the Retainage Receivable Account box on the GL Accounts tab of the Customers (AR303000) form. If you override this value for the default location, the system will override the account specified for the customer on the Customers form. You can override the default value for any non-default location if the Same As Default Location check box is cleared on this tab; otherwise, the box is filled with the account specified for the default customer location.

When you create an invoice for a customer with this customer location, this account is selected by default in the Retainage Receivable Account box on the Financial Details tab of the Invoices and Memos (AR301000) form.

This box appears on the form only if the Retainage Support feature is enabled on the Enable/Disable Features form.

The subaccount used to record the retained amounts on invoices for the customer location.

By default, the system inserts into this box the subaccount (if any) specified for the customer in the Retainage Receivable Sub. box on the GL Accounts tab of the Customers form. If you override this value for the default location, the system will override the account specified for the customer on the Customers form. You can override this value for any non-default location if the Same As Default Location check box is cleared on this tab; otherwise, the box is filled with the subaccount specified for the default customer location.

When you create an invoice for a customer with this vendor location, this subaccount is selected by default in the Retainage Receivable Sub. box on the Financial Details tab of the Invoices and Memos form.

This box appears on the form only if the Subaccounts and Retainage Support features are enabled on the Enable/Disable Features form.